If you’re ready to talk, click here to contact us or call 908-879-1002. We’re happy to answer any questions you may have—and there’s no obligation or expectation. In the meantime, we offer a wealth of information right on this website to help you start your journey. From our weekly Blog for advisors, to...
With over two decades of experience helping independent business owners grow and sustain their businesses, we are well-positioned to guide you on the path to success. Whether you’re interested in M&A, looking to offload back office minutia, searching for a capital or strategic partner, or looking for your next gen...
In a word: Yes! Independence is where the puck is heading for many advisors—even some who considered themselves “lifers” at their traditional brokerage firms. If you’re entrepreneurial and value the long-term economics, we can help guide you into evaluating and making that breakaway leap. You may be interested in our...
Our first piece of advice for a terminated advisor is, “Don’t panic.” Although you will need to move quickly and be proactive in protecting yourself and your clients, termination is not the end of the road. We will do our best to help you find a new home for you...
No, we work with advisors and firms throughout the country.
Even advisors with large networks of contacts can benefit from having a trusted, objective partner to advise them. We can help streamline and customize what can be an overwhelming process, and will do so with your best interests in mind. In addition, we are highly skilled negotiators, ensuring that should...
We speak with advisors who are likely never going to move, advisors who are just curious about their options in this ever-changing landscape, and advisors who are frustrated with one foot out the door. It is never too early – or too late – to start getting educated. No matter...
As you should be! Nothing is more important to us than ensuring confidentiality at all levels. Our professional standards are built around protecting your privacy: We will never share your name or any identifying information with anyone without your express permission. Plus, serving as a single point of contact for...
We are an independent entity and are “firm agnostic,” covering the entire industry landscape—from the traditional brokerage, boutique, and regional firms, to the entire waterfall of possibilities within the independent broker dealer and RIA space. Our vast network is one of our main differentiators, extending across over 400 distinct entities....
Our support and expertise are available to you with absolutely no obligation or expectation. We want to be a trusted resource and partner to you—no strings attached. And if we believe you will be best served by staying with your current firm, we will let you know and guide you...
